Join our team of multi-disciplined professionals who help clients preserve, leverage and transfer their wealth. Recently named one of Crain's Cool Places to Work for in Metro Detroit'our core values create an incredible working environment that allows us to really live and deliver on those values.

Generates new business by contacting potential customers (both existing and new) and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning. Has the ability to offer a variety of services based on a client's needs and helps clients choose the plans that best suit their needs. The service include life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.

EXPERIENCE

Extensive existing relationships, both personal and professional, with high net worth individuals, families, and and businesses; CPA's and attorneys who advise high net worth clients; and, charities

Business development experience or experience selling and closing

Experience in any of the following areas 'designing and selling insurance products as an investment, estate planning strategies, or gathering assets under management

15+ years of related business experience

REQUIRED SKILLS

Self-Motivated

Prospecting Skills

Meeting / exceeding sales goals

Ability to 'soft sell'

Client relationships / people skills

General math skills

Organization

Strong written and verbal communication skills; a persuasive and passionate communicator with excellent public speaking skills